Difference between revisions of "Portal:Industry Application Design Patterns"

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Portal:Industry Application Design Patterns
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Revision as of 20:01, 7 June 2021


thumb text-top Pega’s broad portfolio of industry applications are designed to be feature rich, quick-to-deploy and designed to address the critical needs of today’s businesses all on a future-proof platform.

Industry Application Design Patterns
Knowledgebase Links
Industry Applications
Financial Services Applications
Financial Services PatternsApplicationDescriptionVersion
Configuring KYC significant flags and controlling flags in CLMPega Client Lifecycle Management for Financial ServicesConfiguring KYC significant flags and controlling flags in CLM8.7
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesCreating a new KYC due diligence case in CLM8.7
Creating a new journey and subjourneys in CLMPega Client Lifecycle Management for Financial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.8.7
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesCreating due diligence profiles and profile suites8.7
How to use CRS regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the CRS tax status of the customers.8.7
How to use EMIR regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations.8.7
How to use FATCA regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the FATCA tax status of the customers.8.7
How to use FINRA RegulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations.8.7
How to use MiFID RegulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions handling MiFID obligations.8.7
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyPega Customer ServiceKey extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type.8.5
Customizing email notifications in Pega Customer Service for Financial ServicesPega Customer ServiceLearn how to use the rules in the Intake and Resolution email templates to customize email notifications in Pega Customer Service for Financial Services.8.5
Implementing Fee Inquiry for Pega Case Management EditionPega Customer ServiceLearn how to implement the Fee Inquiry service case in an external desktop using Pega's Digital Experience (DX) APIs.8.7
Integrating with Visa Disputes EnginePega Disputes and Payments ExceptionsDescribes the steps to integrate SD to VISA7.3
Mapping Standard Claim ID to Case Filing Claim IDPega Disputes and Payments ExceptionsMap Standard Claim IDs to Case Filing Claim IDs7.4
Processing Fraud Claims in backgroundPega Disputes and Payments ExceptionsSetting up Claim Processing in background to reduce operator idle time7.4
Processing Mastercard queuesPega Disputes and Payments ExceptionsDescribes the process and configuration of Mastercard queues using Pega Agents7.4
Processing Visa Queue using Pega AgentsPega Disputes and Payments ExceptionsDefining the process of handling Visa Batch Queue records using Pega Agents7.4
Resetting Smart Dispute dataPega Disputes and Payments ExceptionsScript to reset work object and related data7.1.1
Setting up Visa Financials AccountingPega Disputes and Payments ExceptionsDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses7.4
Visa fraud monitoringPega Disputes and Payments ExceptionsConfigurations of Visa fraud monitoring process7.4
Adding a new 3rd party data source (component) for entity enrichment in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applicationsPega Foundation for Financial ServicesConfiguring the availability of Financial Services products in SAFS & CLM8.5
Connecting FS products to a System of RecordPega Foundation for Financial ServicesHow to connect Financial Services Products to a System of Record8.5
Currency Conversion in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesCurrency Exchange Rate Data Structure8.7
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFSPega Foundation for Financial ServicesDeleting a record without physically removing it from the table8.8
How to create products that Financial Services apps will offerPega Foundation for Financial ServicesCreating a sample financial services product8.5
How to manage Operating Structure (T. O. M.) in PFFSPega Foundation for Financial ServicesOperating Structure Management8.7
Using an Enrichment or Screening Marketplace ComponentPega Foundation for Financial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.1
Correspondence TemplatesPega Smart Investigate for PaymentsLearn how to configure Correspondence Templates8.5
Data page conversion configurationPega Smart Investigate for PaymentsDescribes the procedure to implement data page conversion.8.5
Duplicate search functionality in Smart InvestigatePega Smart Investigate for PaymentsSave time by identifying duplicate cases in your application using the duplicate search functionality.8.5
Setting up Operator Security record in Smart InvestigatePega Smart Investigate for PaymentsDescribes the procedure to set access restriction for users in Smart Investigate8.5
Insurance Applications
Insurance PatternsApplicationDescriptionVersion
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for InsurancePega Customer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information options8.5
Implementing Change Beneficiary for Pega Case Management EditionPega Customer ServiceWalkthrough of the Change Beneficiary case type implementation using Case Management capabilities8.7 and later
Implementing DocuSign in Customer Service for InsurancePega Customer ServiceKey extension points in implementing DocuSign in Pega Customer Service for Insurance8.5
Implementing Personal Auto Claim for Pega Case Management EditionPega Customer ServiceWalkthrough of the Personal Auto Claim case type implementation using Case Management Editin capabilities8.7 and later
IAA Data model for Insurance productsPega Foundation for InsuranceIAA Data model for Insurance products8.7
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceUnderwriting submission quality score radar chart8.1
Healthcare Applications
Healthcare PatternsApplicationDescriptionVersion
Member data type in Pega Customer Service for HealthcarePega Customer ServiceLearn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type8.5
Pre-emptively notify benefit issuesPega Customer ServiceLearn how to use data flows8.5
Communications and Media Applications
Communications and Media PatternsApplicationDescriptionVersion
Comparing data in a customer journey through Compare UIPega Customer ServiceBest practices for implementing and using Compare UI8.5
Enabling service cases to smartly extract content from images using Pega NLP and Google VisionPega Customer ServiceExtract text from photos using Pega NLP and Google Vision8.4
Extensions in "Bill Search" featurePega Customer ServiceDifferent extension points are available in the Bill Search feature.8.5
How to add advanced PDF search in a customer journeyPega Customer ServiceSearch the content of PDF documents and present the results to users8.5
How to add payment method options to your customer journeyPega Customer ServiceExplores the reusable payment method components in customer service that can be added to any service case to quickly enable the payment method option in a customer journey.8.5
Implementing Add Mobile Service for Pega Case Management EditionPega Customer ServiceLearn how to implement the Add Mobile Service case in an external desktop using Pega's Digital Experience (DX) APIs.8.7
Implementing Replace Card for Pega Case Management EditionPega Customer ServiceLearn how to implement the Replace Card service case in an external desktop by using Pega's Digital Experience (DX) APIs.8.7
Using the Pega Product Catalog for Communications for sales journeysPega Customer ServiceHow to create the required product data in the Pega Product Catalog for Communications8.5
Proactive SMS to customersPega Foundation for Communications
pega Foundation Communications
To enable clients to trigger SMS to customers proactively using Twilio account.8.7
TM Forum API Design Pattern for Comms Product CatalogPega Foundation for CommunicationsTM Forum API Design Pattern for Comms Product Catalog8.7
Government Applications
Government PatternsApplicationDescriptionVersion
Creating New Entities in PGPPega Government PlatformGuide to adding a new entity to PGP8.5
Integrating Industry Applications with Pega Customer ServicePega Government PlatformIntegrating Industry Applications with Pega Customer Service8.2
Leverage Pega Government Platform (PGP) from Pega Customer ServicePega Government PlatformBuilding a PGP Implementation Stack with Customer Service8.5
Limiting the visibility of sensitive data items through attribute-based access control (ABAC)Pega Government PlatformLearn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples.8.5
Merging duplicate data entitiesPega Government PlatformMerging duplicate data8.6
PGP Option MapPega Government PlatformDriving UI with Local Data8.5